Positions report (PDF)
Overview
This is a template you can use to build customized transactions reports. Import the template in the JSReport environment. Once the template is imported, you can generate the report from FA Back (for more information, see Generate reports for portfoliosin FA User guide).
The sample-positionsReportPDF.jsrexport file is a template for the Transactions report that you can use and customize if needed.
In addition to the report template, you need the shared folders containing header, footer, images and translations (see JSReport - Samples).
Highlights
This template includes the following:
GraphQL query to fetch transactions
Header/footer
Number and date formatting based on locale
Files
Positions report template
sample-positionsReportPDF.jsrexport
Shared folders containing header, footer, images and translations